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Invesco DB Energy Fund

29 hedge funds and large institutions have $106M invested in Invesco DB Energy Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

6% less capital invested

Capital invested by funds: $113M → $106M (-$7.28M)

9% less funds holding

Funds holding: 3229 (-3)

24.84% less ownership

Funds ownership: 97.01%72.17% (-25%)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
11
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$42.5M +$12.4M +1,026,500 +45%
Wells Fargo
2
Wells Fargo
California
$12.2M +$9.67M +798,419 +516%
SG Americas Securities
3
SG Americas Securities
New York
$11.9M
AIM
4
Astor Investment Management
Illinois
$7.8M +$7.36M +608,241 New
GLI
5
Guardian Life Insurance
New York
$4.92M -$36.4M -3,002,898 -89%
Bank of America
6
Bank of America
North Carolina
$4.78M +$130K +10,755 +3%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.38M +$32.7K +2,701 +0.8%
Citigroup
8
Citigroup
New York
$3.87M +$82.2K +6,788 +2%
PL
9
Polianta Ltd
Jersey
$3.49M +$3.3M +272,400 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.97M +$1.69M +139,393 +1,003%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.81M -$142K -11,717 -8%
Jane Street
12
Jane Street
New York
$1.53M +$1.16M +96,080 +418%
Morgan Stanley
13
Morgan Stanley
New York
$1.03M -$53.5K -4,418 -5%
AWM
14
AE Wealth Management
Kansas
$969K +$915K +75,546 New
BA
15
Boston Advisors
Massachusetts
$582K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$352K -$99.3K -8,199 -23%
AssetMark Inc
17
AssetMark Inc
California
$318K +$155K +12,838 +108%
American Century Companies
18
American Century Companies
Missouri
$267K +$109K +9,013 +76%
LPL Financial
19
LPL Financial
California
$217K -$6.85K -566 -3%
PSUF
20
People's United Financial
Connecticut
$164K -$9.35K -772 -6%
SI
21
Stephens Inc
Arkansas
$160K
UBS Group
22
UBS Group
Switzerland
$105K +$254 +21 +0.3%
ASN
23
Advisory Services Network
Georgia
$78K +$73.8K +6,096 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$54K +$45.1K +3,725 +810%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$38K

DBE Hedge Fund Activity: Q3 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Energy Fund (DBE) for Q3 2017, worth a combined $106M — down 6.5% from $113M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DBE and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Invesco, adding an estimated $12.4M. The largest seller was Guardian Life Insurance, cutting an estimated $36.4M.

  • 29 institutional investors held Invesco DB Energy Fund (DBE) as of Q3 2017, down from 32 in Q2 2017.
  • Funds reported $106M of Invesco DB Energy Fund stock for Q3 2017, down 6.5% quarter-over-quarter.
  • 4 funds opened new Invesco DB Energy Fund positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest Invesco DB Energy Fund buyer in Q3 2017 was Invesco, an estimated $12.4M added.
  • The largest Invesco DB Energy Fund seller in Q3 2017 was Guardian Life Insurance, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2017.